January 02, 2019
Makalu Fund Management, LLC ("Makalu") is an investment advisory firm that focuses on international small- and mid-cap growth equity investing.
Where To Invest Globally In 2019
As 2018 came to a close, with the global economy continuing to go through a synchronized slowdown, financial markets are at a turning point. Makalu views 2019 as having striking parallels to 2003. We believe we are at the tipping point for a weaker US Dollar, and the ascendance of Emerging Market equities as the new market leaders: a situation similar to what occurred in 2003. In this report Makalu shares its views on where the greatest alpha opportunities might be found.
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